9 June 2011 16:21
Please click HERE to download a copy of the slides presented to the Professional Planner Dealer Group Summit by Kristen Turnbull, head of advice, wealth and super at CoreData.
The full Licensee Report is available for purchase from CoreData. For more information please call Kristen on 02 9376 9609.
You can visit the CoreData website at www.coredata.com.au
advice, Kristen Turnbull, Licensee Report, wealth
Under Australian law, financial advice licensees are recognised as powerful intermediaries between the distribution of financial products and household wealth. Now, licensees are starting to enjoy economic conditions commensurate with that heightened liability.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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